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Italiano
$
USD
I will attio twenty folk crm sugarcrm agile capsule nimble nutshell whatsapp gmail n8n
Jobtread, Construction CRM, EHR, EMR, GHL, Zoho, Neon CRM Setup Expert
⭐⭐⭐⭐⭐ “David completely transformed our workflow and automation systems. Everything runs smoother, faster, and more efficiently now!”
Hi, I’m David, a CRM & business automation specialist helping ser...
Livello 2
Ha soddisfatto criteri di prestazioni elevate e ha una comprovata esperienza nel soddisfare le aspettative dei clienti.
Molto reattivo
È noto per le risposte super rapide
Cosa è piaciuto agli altri di questo freelance
areagencypro
Germania
I asked Dave for an architecture recommendation for an agentic AI market research prototype tied to Dynamics 365 Sales adoption research, and honestly he pushed...
gabrielalexi804
Stati Uniti
Dave built out our deal flow pipeline in Attio, and it's clear he actually understands how venture capital firms operate, not just how to configure a generic...
excelentspirit
Stati Uniti
Dave migrated our entire sales team from Pipedrive to Attio, contacts, deals, and pipeline stages, with a proper duplicate cleanup along the way, and on top...
areagencypro
Germania
Dave connected Stripe to our brand new Twenty CRM so paying clients automatically get marked as active instead of sitting as prospects forever. He caught real...
Informazioni su questo servizio
CRM Integration, n8n Automation & Workflow Setup
Need to connect your CRM, eliminate manual data entry, and automate sales follow-ups?
I will integrate and automate your CRM systems to reduce missed leads, duplicate contacts, broken syncs, and repetitive tasks.
CRM integration and automation services:
- CRM setup, API integration, webhooks, and n8n workflows
- Contact, company, lead, deal, and pipeline synchronization
- Automated lead capture, routing, scoring, and data enrichment
- Gmail and WhatsApp messaging, notifications, and follow-ups
- Task creation, reminders, activity logging, and deal updates
- Data mapping, validation, duplicate prevention, and error handling
- Conditional workflows, AI integrations, and reporting automation
Other Supported platforms: HubSpot, Salesforce, Pipedrive, Zoho CRM, Close, Monday.com, Airtable, Google Sheets, Gmail, WhatsApp, Slack, Typeform, Calendly, Stripe, and more.
Whether you need a simple CRM connection or advanced multi-app automation, I can tailor the solution to your business requirements.
Message me before ordering to discuss your platforms, integration needs, and desired results. GET STARTED TODAY!
Software:
SugarCRM
Il mio portfolio
FAQ
Can you integrate my CRM with other business tools?
Yes. I can integrate your CRM with email marketing platforms, calendars, forms, communication tools, lead generation software, project management systems, and other third-party applications.
Can you automate lead capture and follow-ups?
Absolutely. I can automate lead capture, lead assignment, follow-up sequences, task creation, notifications, reminders, and customer communication workflows.
Can you fix or optimize existing CRM workflows?
Yes. If your current automation is broken, inefficient, or causing duplicate records, missed leads, or workflow errors, I can audit and optimize it.
Can you create custom sales pipelines?
Yes. I can build and customize pipelines, stages, automations, deal tracking systems, and reporting dashboards based on your sales process.
Recensioni
4 recensioni per questo servizio
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Valutazione dettagliata
- Livello di comunicazione del venditore
- Qualità della consegna
- Valore della consegna
Ordina per
Più rilevante
A areagencypro
Germania
Collaborazione in corsoI asked Dave for an architecture recommendation for an agentic AI market research prototype tied to Dynamics 365 Sales adoption research, and honestly he pushed back on my budget pressure in a way that, looking back, I actually respect. Rather than just caving to keep the project, he held his ground...
50 USD
$
3 giorni
Tempo
D 
Risposta del venditore
Utile?G gabrielalexi804
Stati Uniti
Collaborazione in corsoDave built out our deal flow pipeline in Attio, and it's clear he actually understands how venture capital firms operate, not just how to configure a generic CRM. He matched our pipeline to our real evaluation stages and caught things during testing that genuinely mattered for how we work, a check size...
50 USD
$
1 giorno
Tempo
D Risposta del venditore
Utile?E excelentspirit
Stati Uniti
Collaborazione in corsoDave migrated our entire sales team from Pipedrive to Attio, contacts, deals, and pipeline stages, with a proper duplicate cleanup along the way, and on top of that set up basic Slack and QuickBooks integrations for us too. Genuinely more than I expected to get done. He caught real issues during testing,...
50 USD
$
2 giorni
Tempo
D Risposta del venditore
Utile?A areagencypro
Germania
Collaborazione in corsoDave connected Stripe to our brand new Twenty CRM so paying clients automatically get marked as active instead of sitting as prospects forever. He caught real issues during testing I wouldn't have thought to check myself, a refunded payment that was leaving someone marked active client incorrectly, a...
50 USD
$
3 giorni
Tempo
D Risposta del venditore
Utile?
Recensioni
4 recensioni per questo servizio
| (4) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Valutazione dettagliata
- Livello di comunicazione del venditore
- Qualità della consegna
- Valore della consegna
Ordina per
Più rilevante
A areagencypro
Germania
Collaborazione in corsoI asked Dave for an architecture recommendation for an agentic AI market research prototype tied to Dynamics 365 Sales adoption research, and honestly he pushed back on my budget pressure in a way that, looking back, I actually respect. Rather than just caving to keep the project, he held his ground...
50 USD
$
3 giorni
Tempo
D Risposta del venditore
Utile?G gabrielalexi804
Stati Uniti
Collaborazione in corsoDave built out our deal flow pipeline in Attio, and it's clear he actually understands how venture capital firms operate, not just how to configure a generic CRM. He matched our pipeline to our real evaluation stages and caught things during testing that genuinely mattered for how we work, a check size...
50 USD
$
1 giorno
Tempo
D Risposta del venditore
Utile?E excelentspirit
Stati Uniti
Collaborazione in corsoDave migrated our entire sales team from Pipedrive to Attio, contacts, deals, and pipeline stages, with a proper duplicate cleanup along the way, and on top of that set up basic Slack and QuickBooks integrations for us too. Genuinely more than I expected to get done. He caught real issues during testing,...
50 USD
$
2 giorni
Tempo
D Risposta del venditore
Utile?A areagencypro
Germania
Collaborazione in corsoDave connected Stripe to our brand new Twenty CRM so paying clients automatically get marked as active instead of sitting as prospects forever. He caught real issues during testing I wouldn't have thought to check myself, a refunded payment that was leaving someone marked active client incorrectly, a...
50 USD
$
3 giorni
Tempo
D Risposta del venditore
Utile?
